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RTL
The Necessity Retail REIT, Inc. Class A Common Stock
Delisted
RTL was delisted on the 11th of September, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 201 |
IAIM
201
International Assets Investment Management
Orlando,
Florida
| – | -$82K | -10,355 | Closed |
|
| 202 |
ECM
202
EII Capital Management
New York
| – | -$64K | -8,079 | Closed |
|
| 203 |
RWB
203
RMR Wealth Builders
Montclair,
New Jersey
| – | -$26K | -3,227 | Closed |
|
| 204 |
OPS
204
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$24K | -3,025 | Closed |
|
| 205 |
CIM
205
Centersquare Investment Management
Conshohocken,
Pennsylvania
| – | -$9K | -1,193 | Closed |
|
| 206 |
SSB
206
Sandy Spring Bank
Olney,
Maryland
| – | -$4K | -500 | Closed |
|
| 207 |
FMII
207
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$3K | -440 | Closed |
|
| 208 |
KFS
208
Kelly Financial Services
Braintree,
Massachusetts
| – | -$50 | -6 | Closed |
|
| 209 |
PFWA
209
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| – | +$184 | +26 | New |
|